Market Cap
$6.0B
PL
Planet Labs PBC
$17.50 ▲ +8.43%
Prev close $16.14Market cap$6.0B
ConsensusBuy
12-mo target$33.40 (+90.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Space & Satellites
Snapshot
The big-picture read on PL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$7.7B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $31.1M sell
Insider Net $
-$31.1M
Social Sentiment
68° Warm
SEC Reports
15
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 Insider
Marshall William Spencer gifted 80,000 shares
Co-Founder and CEO
Sep 17, 2026 Insider
Schingler Robert H disposed of 52,240 shares
Co-Founder Chief Strategy Off.
Sep 17, 2026 Insider
Schingler Robert H sold 52,240 shares
Co-Founder Chief Strategy Off. @ $16.96 ($886.2K)
Sep 9, 2026 ftd
Sep 3, 2026 SEC FTD: PL — 46,122 shares ($0.8M) failed to deliver
Settlement: 20260909, Price: $17.81, FTD Value: $821,432.82, PLANET LABS PBC COM CL A
Planet Labs reported Q2 FY2027 revenue of $116.1M (+58% YoY), significantly beating the $104.2M consensus, and delivered
8-K — Impact 6/10
A cluster of insider selling at Planet Labs PBC, with the CEO, Co-Founder/CSO, and two directors collectively selling $6
CLUSTER — Impact 3/10
Co-founder and CEO Marshall William Spencer and co-founder and Chief Strategy Officer Schingler Robert H sold a combined
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
18,482,539 shares ($612.3M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Citizens | REITERATE | Market Perform | 38% |
| Sep 4, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 14, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 1, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Jun 5, 2026 | Craig-Hallum | MAINTAIN | Buy | 54% |
| Jun 5, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Jun 5, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 14, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Apr 20, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Aug 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Jul 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Jun 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| May 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Apr 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Mar 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Feb 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% |
Price targets
Where 10 covering analysts think PL trades over the next 12 months.
$33.40 +90.9% upside Strong Buy
Current$17.50 Low$22.00 Median$35.00 High$50.00 10 analysts
$22.00$50.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 10 neutral · avg impact 4.1/10.
MIXED8-K6/10
Planet Labs reported Q2 FY2027 revenue of $116.1M (+58% YoY), significantly beating the $104.2M cons
Sep 3, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Planet Labs PBC, with the CEO, Co-Founder/CSO, and two directors col
Jul 17, 2026
NEUTRALCLUSTER2/10
Co-founder and CEO Marshall William Spencer and co-founder and Chief Strategy Officer Schingler Robe
Jul 15, 2026
NEUTRALCLUSTER2/10
Two Planet Labs insiders — CEO William Marshall and CSO Robert Schingler — sold a combined $5.83M in
Jul 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
ftd
FTD: PL — 46,122 shares ($0.8M) failed to deliver
Settlement: 20260909, Price: $17.81, FTD Value: $821,432.82, PLANET LABS PBC COM CL A
Sep 7, 2026
dark_pool
Dark Pool: PL — 9.4M shares, 114,828 trades
Week starting 2026-09-07. Total ATS volume: 9,436,148 shares across 114,828 trades.
Sep 4, 2026
short_volume
Short Volume: PL — 56.6% short (8.7M / 15.5M)
Short: 8,741,093 | Exempt: 1,238,099 | TRF Vol: 15,456,671 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 3, 2026
earnings_calendar
PL Q2 2027 Earnings Scheduled — 2026-09-03
Sep 3, 2026
short_volume
Short Volume: PL — 63.4% short (7.0M / 11.0M)
Short: 6,995,000 | Exempt: 276,728 | TRF Vol: 11,024,908 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.03 | $-0.03–$-0.02 | 0.0% | -16.7% | 1↑ 0↓ | $0.1B | 6 |
| Next Q | $-0.03 | $-0.04–$-0.02 | 0.0% | -86.6% | 1↑ 3↓ | $0.1B | 6 |
| Current FY | $-0.06 | $-0.07–$-0.04 | -37.5% | +32.5% | 4↑ 0↓ | $0.4B | 8 |
| Next FY | $-0.00 | $-0.03–$0.03 | 97.7% | -137.5% | 1↑ 1↓ | $0.6B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.025 | — |
| 7d ago | $-0.025 | — |
| 30d ago | $-0.021 | -0.004 |
| 60d ago | $-0.021 | -0.004 |
| 90d ago | $-0.021 | -0.004 |
Institutional ownership
Which big funds own PL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.7B total value (232,256,906 shares) as of 2026-Q2. Top holders: Alphabet, BlackRock,, AMERICAN. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Alphabet Inc. | 35,248,893 | $1.2B | 15.2% | — |
| BlackRock, Inc. | 18,482,539 | $612.3M | 8.0% | TRIM -27.4% |
| AMERICAN CENTURY COMPANIES INC | 14,399,902 | $477.1M | 6.2% | DOUBLED +147.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,869,821 | $426.4M | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,947,031 | $395.8M | 5.2% | — |
| VAN ECK ASSOCIATES CORP | 9,915,458 | $328.5M | 4.3% | — |
| D. E. Shaw & Co., Inc. | 9,747,600 | $322.9M | 4.2% | — |
| JANE STREET GROUP, LLC | 8,013,100 | $265.5M | 3.5% | DOUBLED +790.5% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 6,721,154 | $222.7M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,315,701 | $209.3M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 25,466,806 | 18,482,539 | -27.4% | $612.3M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 5,813,758 | 14,399,902 | +147.7% | $477.1M |
| UBS Group AG | ADD | 3,617,025 | 4,545,864 | +25.7% | $150.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 6,225,632 | 4,045,141 | -35.0% | $134.0M |
| NORGES BANK | NEW | — | 3,706,569 | — | $122.8M |
| BANK OF MONTREAL /CAN/ | NEW | — | 3,499,298 | — | $115.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 127,143 | 3,442,105 | +2607.3% | $113.9M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | DOUBLED | 1,637,041 | 3,428,007 | +109.4% | $113.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,932,381 | 3,089,347 | +59.9% | $102.4M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 99,040 | 2,682,192 | +2608.2% | $88.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$31.1M — $0.00 bought, $31.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Marshall William Spencer | Co-Founder and CEO | GIFT | 80,000 | — | — |
| Sep 17, 2026 | Schingler Robert H | Co-Founder Chief Strategy Off. | J | 52,240 | — | — |
| Sep 17, 2026 | Schingler Robert H | Co-Founder Chief Strategy Off. | SELL | 52,240 | $16.96 | $886.2K |
| Sep 17, 2026 | Johnson Ashley F. | President & CFO | J | 72,096 | — | — |
| Sep 17, 2026 | Johnson Ashley F. | President & CFO | SELL | 55,663 | $16.96 | $944.3K |
| Sep 15, 2026 | Schingler Robert H | Co-Founder Chief Strategy Off. | TAX W/H | 54,117 | $16.02 | $867.0K |
| Sep 15, 2026 | Johnson Ashley F. | President & CFO | AWARD | 5,588 | — | — |
| Sep 15, 2026 | Johnson Ashley F. | President & CFO | TAX W/H | 3,071 | $16.02 | $49.2K |
| Sep 15, 2026 | Johnson Ashley F. | President & CFO | TAX W/H | 84,873 | $16.02 | $1.4M |
| Sep 15, 2026 | Marshall William Spencer | Co-Founder and CEO | TAX W/H | 134,642 | $16.02 | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PL.
Shares short
29,266,845
Settlement Sep 15, 2026
Change vs prior
+0.2%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All PL filing & press-release reports (15)
- 8-K reportSep 3, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJul 14, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 5, 2026
- 424B5 reportJun 5, 2026
- S-3ASR reportJun 5, 2026
- 10-K/A reportJun 5, 2026
- 8-K reportJun 5, 2026
- DEFA14A reportMay 29, 2026
- 8-K reportMay 4, 2026
- 25-NSE reportApr 27, 2026
- 144 reportApr 15, 2026
- CLUSTER reportApr 8, 2026